Chit Chat Stocks

Latest Episodes:

Yelp: A Forgotten Small-Cap Stock I’m Buying Today (Ticker: YELP) Oct 15, 2025

Show notes

On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:

(00:00) Introduction

(01:48) History

(09:24) Business model

(18:00) Competition Landscape:

(24:23) Competitive advantage

(31:30) Financial Performance

(32:28) User Growth Trends and Insights

(37:39) Advertising Dynamics: Services vs. Retail

(40:35) Financial Performance and Margin Expansion

(50:54) Management Trust and Compensation Concerns

(55:26) Why Ryan is buying the stock

*****************************************************

JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.

Try it for free today: https://portseido.com/?fpr=ryan63

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy Oct 10, 2025

Show notes

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(02:14) Bezos and AI bubbles

(10:20) The AI Infrastructure Boom: Opportunities and Risks

(18:28) Value Plays vs. Value Traps

(36:58) Argentina update

(40:55) Pepsi's Earnings

(45:55) Delta Airlines

(48:47) Brett's new stock

(53:57) Rapid Fire Stock Analysis

(01:01:53) Underappreciated Sectors in the Market

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

George Soros: The Investing Legend Who Broke The Bank of England Oct 08, 2025

Show notes

On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss:

(00:00) Introduction

(03:28) Early Life and Influences

(09:14) Quantum Fund

(12:39) Investment Philosophy and Position Sizing

(19:27) Understanding Reflexivity in Markets

(28:02) Case Study: Breaking the Bank of England

(34:42) The Mechanics of Currency Devaluation

(39:23) Soros' Bet Against the Thai Baht

(44:47) Current Currency Crises: Lessons from Argentina

(50:30) Soros' Investment Philosophy and Strategies

(55:50) Lessons Learned from Soros' Approach

*****************************************************

JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Try it for free today: https://portseido.com/?fpr=ryan63

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG Oct 03, 2025

Show notes

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(01:13) AI and E-commerce: Shopify's Partnership with OpenAI

(07:25) Nike's Earnings Report: Challenges and Market Position

(14:09) The Emergence of the Texas Stock Exchange

(22:58) Never Sell Stocks: Criteria and Personal Picks

(44:47) Spotify's Leadership Transition and Its Implications

(48:21) Project Kuiper: Amazon's Ambitious Venture

(51:58) Portillo's: A Fresh Perspective on a Struggling Stock

(52:52) Electronic Arts: The Largest Leveraged Buyout Ever

(58:23) Bill Ackman's Shareholder Letter Insights

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO Oct 01, 2025

Show notes

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:

(00:00) Introduction

(02:25) The Appeal of Small Cap Investments

(05:12) Opendoor

(31:37) Portillo's

Value Degen Substack: https://unemployedvaluedegen.substack.com/

*****************************************************

JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Try it for free today: https://portseido.com/?fpr=ryan63

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software) Sep 26, 2025

Show notes

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(02:26) AI Boom and Market Implications

(08:35) Electricity Consumption and AI

(16:43) Drafting Future Share Cannibals

(21:09) Criteria for Selecting Share Cannibals

(41:39) Mark Leonard's Legacy and Constellation Software

(47:10) Yelp's Business Model and Market Position

(53:15) Compass's Disruption in Real Estate

(59:14) Listener Questions

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle Sep 24, 2025

Show notes

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:

(00:00) Introduction

(06:02) A New Player in Defense

(10:47) Innovations in Subsea Technology

(19:44) Product Categories and Market Applications

(22:02) Competitive Landscape and Market Positioning

(28:04) Regulatory Challenges and Industry Barriers

(32:54) Building Trust in Defense Contracts

(36:44) Anduril's Disruption in Defense Tech

(38:50) Competitive Analysis

(42:06) Future Growth Prospects

(46:59) Management Insights and Leadership Transition

(53:53) Financial Projections and Market Positioning

*****************************************************

JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Try it for free today: https://portseido.com/?fpr=ryan63

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META Sep 19, 2025

Show notes

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(01:06) Nvidia's Strategic Investment in Intel

(03:08) The Semiconductor Supply Chain Dilemma

(10:21) The Future of Intel and TSMC

(22:21) Airbnb's Growth Strategies and Advertising

(31:57) Mark Zuckerberg's $600 Billion Commitment

(36:31) Mortgage Payment Searches and Economic Indicators

(40:48) Federal Reserve's Interest Rate Decisions

(52:46) Fraud Watch: Trevor Milton and RCI Hospitality

(01:04:49) Remitly's New Subscription Model and Market Strategy

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns) Sep 17, 2025

Show notes

On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss:

(00:00) Introduction

(01:55) Brett's Portfolio Performance

(10:01) Ryan's Portfolio Performance

(15:59) Analysis of Top Positions

(21:54) Best Buys and Future Considerations

(49:30) Stocks on the Chopping Block

(58:44) Watchlist Stocks

*****************************************************

JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Try it for free today: https://www.portseido.com/?fpr=ryan63

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL Sep 12, 2025

Show notes

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:

(00:00) Introduction

(02:06) Analyzing Chipotle's Performance

(11:04) Duolingo's Disruption Concerns

(19:39) AI Infrastructure and OpenAI's Cash Burn

(31:50) Emerging Players in AI: Nebius

(34:22) Shorting Stocks: Risks and Strategies

(37:13) Exploring Cybersecurity Stocks

(47:14) Gambling.com: A Marketing Agency in Online Gambling

(47:43) The Internet of Things: SamSara's Business Model

(49:51) Rubrik: Cybersecurity and Business Resilience

(55:06) Bubble Watch: The State of AI and Market Speculation

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected